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Remote Investment Operations Associate Jobs in Jackson, MS

Bjak

Strategy & Operations Lead

Madison, MS · Remote

... investing, exchanging, travelling, and more. Our mission is help people get more from their money ... This role is remote, but candidates must be based in the United States . We are hiring specifically ...

DataAnnotation

M&A Associate - AI Trainer

Jackson, MS · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development ...

ABB

Commercial Proposal Engineer

Crystal Springs, MS · Remote

This is a remote position. #Li-Remote This role is contributing to the Electrification Smart ... its operations through strategic acquisitions and investments. Employing thousands across the ...

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Remote Investment Operations Associate information

See Jackson, MS salary details

$9

$22

$46

How much do remote investment operations associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for remote investment operations associate in Jackson, MS is $22.87, according to ZipRecruiter salary data. Most workers in this role earn between $15.48 and $26.39 per hour, depending on experience, location, and employer.

What is the difference between Remote Investment Operations Associate vs Remote Investment Analyst?

AspectRemote Investment Operations AssociateRemote Investment Analyst
Primary FocusHandling operational tasks, trade settlements, and data managementConducting market research, financial analysis, and investment evaluations
Required SkillsAttention to detail, data management, basic financial knowledgeAnalytical skills, financial modeling, market analysis
CertificationsTypically none required; relevant certifications like CFA Level I may be a plusOften requires CFA Level I or similar credentials
Work EnvironmentSupportive, process-oriented, often back-officeResearch-driven, client-facing, strategic

While both roles support investment firms, the Remote Investment Operations Associate primarily manages operational tasks and data accuracy, whereas the Remote Investment Analyst focuses on analyzing markets and making investment recommendations. Understanding these differences helps candidates align their skills and career goals with the right position.

What are popular job titles related to Remote Investment Operations Associate jobs in Jackson, MS? For Remote Investment Operations Associate jobs in Jackson, MS, the most frequently searched job titles are:
What job categories do people searching Remote Investment Operations Associate jobs in Jackson, MS look for? The top searched job categories for Remote Investment Operations Associate jobs in Jackson, MS are:
Remote Investment Operations Associate jobs near you
Infographic showing various Remote Investment Operations Associate job openings in Jackson, MS as of August 2026, with employment types broken down into 79% Full Time, 18% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $47,570 per year, or $22.9 per hour.

Client Service Operations Associate

RIA Recruiting

Ridgeland, MS • Remote

$65K - $80K/yr

Full-time

Medical, Retirement

Re-posted 23 days ago

Job description

Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. This position will assist in providing excellent service to our clients and executing back-office operations. Find out more about the firm at berglandwealth.com.

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.

Compensation & Benefits:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Profit sharing program
  • Great Work/Life Balance with a Monday-Friday Schedule
  • BCBS Group Major Medical
  • 401(k) with employer match
  • This position will have a variety of tasks - no two days will be exactly the same
  • Professional and Kind Atmosphere
  • While we want this position to grow with responsibilities, there is no expectation that this role will become an advisor
  • Permanently remote position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisor with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Monitor Custodian alerts and money movements
  • Calendar Management for Financial Advisor including client appointments
  • Review info and documents received from clients, save docs, and enter info into our client FP assumptions template
  • We are a small firm that is always striving to improve our processes and we want your input to help this position better and better over time!

Requirements:

  • 5 years of financial services experience and prior remote working experience
  • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
  • Ability to work well with one advisor in a tight knit team

Skills:

  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to think critically and take initiative
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Employment Type: FULL_TIME

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